---
title: 2026 CD Replacement Kit - October
description: Show clients the power of an annuity investment with our 2026 CD Replacement Kit.
---

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# October 2026 CD Replacement Kit

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**From "What's the Rate?" to "What's the Plan?"**

**Put the IAMS 2026 CD Replacement Kit to work.**

A question about CD rates can be the beginning of a bigger conversation. Maybe a client’s priorities have changed. Maybe retirement is getting closer. Or maybe they haven’t thought about what they’ll do when their CD matures.

Having the right resources on hand can help you take that next step together.

The 2026 CD Replacement Kit gives you practical tools to guide those discussions, explore potential alternatives and keep each client’s goals at the center.

Less time creating materials. More time connecting.

Whether you’re planning an October campaign or preparing for an individual meeting, use the kit to:

- **Get the conversation started.** Personalize prospecting letters, client emails and social content for your outreach.
- **Make the options easier to discuss.** Bring educational materials, comparison tools and strategies covering annuities and single premium life into the conversation where appropriate.
- **Get to know the bigger picture.** Use the fillable fact finder and planning checklists to learn more about each client’s needs and priorities.

Choose the resources that fit your practice, add your personal touch and make them part of your next client conversation.

**Request Your Complimentary Kit**

Complete the form to request your 2026 CD Replacement Kit and take the next step toward putting these resources to work.

 

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